Cannon Advisors

Philip Gephart is a financial advisor at Cannon Advisors in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.

Barbara Bell is a CFP® professional with 12 years of industry experience, currently serving at Cannon Advisors in Charlotte, NC. She has worked with Regulus Advisors, LLC, Bell Divorce Advisors, Inc., and Bell Financial Planning, Inc. Barbara is also a licensed agent for life, health, long-term care, fixed annuity, and disability insurance. Cannon Advisors is an SEC-registered advisory firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, including long- and short-term trading, margin, short sales, and options.

Michael Boykin is a financial advisor at Cannon Advisors with 10 years of industry experience. He holds a Series 65 credential and has worked at Cannon Advisors since 2017, with prior roles at Regulus Advisors and Cannon Tax & Accounting. Boykin is also a licensed agent for life, fixed annuity, and disability insurance sales. Cannon Advisors is an SEC-registered advisory firm consisting of five advisors who manage approximately $142 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, employing a range of analytical methods and investment strategies including the use of derivatives and short selling.

Cormac Lynch is a financial advisor at Cannon Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Cannon Advisors, he worked at Florida Financial Advisors (DBA Tristate Financial Advisors) and has a background that includes roles in education and sports retail. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consultation. The firm utilizes client-specific investment policies, a blend of analytical approaches, and a variety of trading strategies, with additional access to alternative investments and insurance products through licensed advisors.

Robert Cannon is a CFP® with 22 years of industry experience, currently serving as an advisor at Cannon Advisors in Charlotte, NC. His prior experience includes roles at Regulus Financial Group, LLC, and Advisory Services Network, LLC. He is also a licensed agent for life, long-term care, fixed annuity, and disability insurance products. Cannon Advisors is an SEC-registered firm with a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning, employing diverse analytical methods and strategies that include long- and short-term trading, margin, short sales, and options.

Jared Mccutcheon is a financial advisor at Cannon Advisors in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Funds Distributor, LLC, and Quasar Distributors, LLC. Cannon Advisors provides discretionary portfolio management, financial planning, and limited consulting services to individual and high-net-worth clients. The firm employs a variety of analytical approaches and investment strategies, including alternatives and options trading, and manages approximately $181.6 million across about 228 client accounts.